Controller-level oversight, without a full-time hire.
As businesses grow, books need more than data entry: they need review, controls and a reliable close process. A Sumday fractional controller engagement provides experienced accounting oversight on a part-time basis — strengthening your close, your controls and the accuracy of what you report.
What’s included
Fractional Controller, done properly.
Close management
Owning the close calendar, reviewing reconciliations and resolving complex entries.
Internal controls
Practical controls over cash, approvals, access and segregation of duties for a business your size.
Accrual accounting
Revenue recognition, prepaid expenses, accruals and deferred revenue where your business needs them.
Policies & procedures
Documented accounting policies and procedures your team can follow.
Lender & stakeholder reporting
Preparing management reporting packages and supporting covenant reporting where required.
Audit & due-diligence support
Preparing schedules and support for external auditors, lenders or buyers.
A good fit for
Is this right for you?
- Businesses with an internal bookkeeper who needs review and guidance
- Companies preparing for financing, an audit or a sale
- Owners who need accrual-basis reporting
What you receive
Agreed deliverables, confirmed in your scope before work begins.
- Documented close process
- Reviewed monthly financials
- Internal-controls recommendations
- Management reporting package
How it works
A clear, steady process.
Assess
A diagnostic review of your close, controls and reporting.
Propose
A written scope with priorities, cadence and fees.
Lead & improve
Ongoing oversight with regular check-ins against agreed priorities.
Scope & professional boundaries
Fractional controller engagements are scoped individually and quoted after a consultation. They do not include audit, review or other attestation services, which require an independent licensed CPA firm.
Questions
Frequently asked.
How much time does a fractional controller spend?
It depends on your complexity and goals. Time and cadence are defined in your written scope.
Can you work with my in-house team?
Yes. Many engagements support and review the work of an existing bookkeeper or accountant.
Will you sign off our financial statements?
We prepare and review management financials. Formal assurance must come from an independent CPA firm.
Let’s talk
Start with a scoping conversation.
Advisory engagements begin with a consultation. We’ll learn about your goals, then prepare a written proposal with scope, cadence, deliverables and fees.
Related services
Works well alongside.
Fractional CFO
Cash-flow strategy, forecasting and financial leadership for your next stage.
Learn more AdvisoryFinancial Transformation
Better processes, systems and reporting behind your financial operations.
Learn more CoreAccounting & Bookkeeping
Monthly books, reconciliations, close and financial statements you can rely on.
Learn more